SBI Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Moderately High |
Asset Size (Cr) | ₹2193 Cr | ₹33309 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Oct 2014 | 31 Aug 2021 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 24% | 39.82% |
Expense Ratio | 2.04 | 1.57 |
Manager | Ritika Behera | Pradeep Kesavan |
ISIN Code | INF194KA1UE8 | INF200KA1Y40 |
Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
1 Month | 2.24% | 2.47% |
6 Month | 0.54% | 1.91% |
1 Year | 7.91% | 7.69% |
3 Year | 10.33% | 13.58% |
5 Year | 12.6% | - |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
6 Month | 1.8% | 2.43% |
1 Year | 3.11% | 4.23% |
3 Year | 11.18% | 13.47% |
5 Year | 10.15% | - |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
1 Year | 9.02% | 16.39% |
3 Year | 8.54% | 13.05% |
5 Year | 8.78% | - |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Standard Deviation | 7.606% | 6.125% |
Sharp | 0.199% | 0.986% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Name | Ritika Behera | Pradeep Kesavan |
Total AUM | ₹43013 Cr | ₹434274 Cr |
Funds Managed | 19 | 43 |
BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
Market Cap
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Others | 16.93 | 33.72 |
Large Cap | 63.97 | 54.7 |
Small Cap | 11.1 | 3.22 |
Mid Cap | 8 | 8.37 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Others | 16.17 | 32.99 |
Communication Services | 4.98 | 3.6 |
Energy | 3.15 | 9.02 |
Technology | 12.95 | 6.96 |
Financial Services | 25.51 | 16.32 |
Basic Materials | 6.1 | 3.21 |
Industrials | 4.74 | 6.47 |
Consumer Cyclical | 9.51 | 5.56 |
Consumer Defensive | 6.86 | 2.74 |
Healthcare | 7.43 | 4.19 |
Utilities | 1.15 | 7.63 |
Real Estate | 1.46 | 1.32 |
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